Meet the team
Dan Murdoch
Director and Financial Planner
Jill Bernardi
Director and Financial Planner
Jake Bernardi
Director and Financial Planner
Chris Dunn
Chartered/Certified Financial Planner
Roddy MacLeod
Trainee Financial Planner
Craig Hay
Trainee Financial Planner
Kaz Malcolm
Practice Manager
Johan Torres
Head of Technical and Paraplanning
Ishbel Stewart
Trainee Paraplanner
Fiona Shanks
Client Services
Michelle Allan
Client Services
Abbie Skelton
Client Services
Judith Belford
Client Services
Paige Callander
Trainee Client Services
Production